Operations Manager for Advisor Engagement

Position OverviewAbout ForaFora is redefining the travel advisory landscape by creating a modern, inclusive, and technology-driven travel agency. Our mission is to empower aspiring entrepreneurs to transform their passion for travel into a thriving business.Founded in 2021, Fora has rapidly expanded, supported by a talented team and backed by notable...

Position OverviewAbout ForaFora is revolutionizing the travel advisory sector with innovative approaches, creating a modern, inclusive, and technology-driven travel agency.As a next-generation travel platform, Fora empowers individuals to become travel agents through comprehensive training and tools. Our mission is to enable 100,000 entrepreneurs to turn...

About the RoleWe are seeking a highly skilled and experienced Senior Restructuring Advisor to join our growing team at Teneo. As a key member of our restructuring advisory team, you will play a critical role in helping our clients navigate complex business challenges and achieve their goals.Key ResponsibilitiesSupport project teams in their day-to-day tasks,...

Job OverviewPosition: Wealth Management AdvisorLocation: New York, NY (Hybrid Schedule)Compensation: $130k-$170k base salary plus performance bonuses (Total compensation potential of $200k) Our client, a prominent and reputable Registered Investment Advisor (RIA) and Wealth Management firm, is seeking a seasoned, client-oriented Wealth Management Advisor to...

Overview As a Wealth Management Advisor at Manning & Napier Advisors, you will engage with our diverse clientele while fostering new connections across various sectors, including affluent individuals, charitable organizations, corporate entities, and retirement plans. Our comprehensive financial services encompass: retirement strategy, cash-flow analysis,...

About TeneoTeneo is a global CEO advisory firm that partners with clients worldwide to drive business growth and success.Our team of senior advisors provides expert guidance across five business segments, including strategic communications, investor relations, financial transactions, management consulting, and more.We serve a diverse range of clients,...

Become a Part of Equitable AdvisorsEquitable Advisors stands as a prominent firm in wealth management, committed to guiding clients towards financial stability and enriching their lives. Our diverse cadre of Financial Professionals hails from a variety of backgrounds, unified by shared principles, an entrepreneurial mindset, and a dedication to positively...

Position: Senior Wealth Advisor / Relationship ManagerCompany: Avior Executive Search, IncWe are collaborating with a prominent and growing International Private Banking institution that operates a well-regarded Registered Investment Advisor (RIA) across various locations in the United States. Our client is in search of a Senior Wealth Advisor to join their...

H2 Talent is seeking experienced Cannabis Cultivation Advisors to provide expert guidance to a variety of clients across the nation. This role presents a valuable chance to apply your knowledge in the evolving cannabis sector and assist clients in enhancing their cultivation initiatives.Key Responsibilities:Engage with cannabis cultivation clients nationwide...

Location Note: This is a remote position for candidates located in New York or New Jersey. Role Overview: We are seeking a distinguished financial advisor to spearhead new business initiatives and play a vital role within our financial advisory team. Our advisors are recognized for their fiduciary commitment to our private clientele, providing comprehensive...

Our CompanyPrivate investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with...

Job OverviewABOUT THE ORGANIZATIONThe Center for Justice Innovation is a non-profit entity dedicated to enhancing community well-being and justice system reform. Our mission is to tackle the challenges that lead individuals into the legal system by fostering equity and safety through innovative programs and research.With a workforce of 900 and an annual...

H2 Talent is seeking experienced Cannabis Cultivation Advisors to provide expert guidance to a variety of clients in the cannabis sector. This role presents a distinctive chance to apply your knowledge in the evolving cannabis market and aid clients in enhancing their cultivation initiatives.Key Responsibilities:Engage with cannabis cultivation clients...

About the Role**Job Summary:**We are seeking a highly skilled and experienced Premier Financial Advisor to join our team at Flushing Financial Corp. As a Premier Financial Advisor, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesMeet or exceed all financial objectives,...

Position Overview: The role of a Private Banker is essential in promoting private banking solutions to entrepreneurs, executives, and influential professionals within a designated area. The individual in this position is tasked with managing client relationships in private banking to ensure high satisfaction levels while identifying opportunities for...

Advisor Group Careers Senior Vice President, Capital Markets and Investment Banking - Healthcare Sector Advisor Group is seeking a seasoned Senior Vice President to join our healthcare investment banking division. The ideal candidate will possess a robust background in private placements, PIPE transactions, registered directs, and follow-on offerings, along...

Lead Wealth Management AdvisorCompany Overview: Norman Alex is a distinguished wealth management firm dedicated to providing exceptional financial services to a select clientele. Position Overview: We are currently seeking a Lead Wealth Management Advisor to enhance our presence in existing markets and identify new opportunities for growth. Key...

Job OverviewABOUT THE ORGANIZATIONThe Center for Justice Innovation is a non-profit entity dedicated to collaborating with communities and justice systems to promote equity, enhance safety, and empower individuals and neighborhoods. The Center aims to identify and address the challenges that lead individuals into the criminal and civil legal systems as early...

Position OverviewASSISTANT DIRECTOR, ENGAGEMENT & LOGISTICSOrganization: Union for Reform JudaismEmployment Type: Full Time, Benefits EligibleDepartment: 6 Points Sci-Tech AcademyReporting To: Camp Director(s)Salary: Competitive salary with benefitsRole SummaryThe Union for Reform Judaism's 6 Points Sci-Tech Academy is seeking an Assistant Director to play a...

Why Your Role Matters: Wunderkind is in search of a proactive and engaging Customer Success Manager to enhance client satisfaction with an emphasis on relationship management and operational efficiency. The role of Customer Success Manager within our Mid-Market division requires a consultative and comprehensive approach to both digital marketing and client...